The Automation Audit
Know what to automate. And what it’s worth.
A fixed-fee, two-week engagement for D2C ecommerce teams. We map every recurring report, workflow, and hour across your business, price each one at what it costs per year, and hand you a ranked plan of what to automate first.
Automation opportunity map
Sample deliverable · Week 2
Paid-ad reporting
Build first
WISMO ticket triage
Build first
Inventory forecast prep
Build first
Weekly finance close prep
Phase 2
Review & UGC requests
Phase 2
$210k/yr identified across 14 workflows, with the first three builds scoped.
Illustrative example. Your map is built from your actual operations, priced at what each item costs your team per year.
The audit pays for itself in what it finds.
Recent work with D2C brands, and how fast the audit turns access into a plan.
$300k/yr
saved at a major D2C wellness brand: AI connected to every data source, a unified analytics dashboard, paid-ad reporting run by agents. No dedicated data team needed.
+16% retention
and $4mm+ in new sales from a mobile experience we built for a leading beauty D2C brand, with peak months of $1M in sales through the app.
2 weeks
from kickoff to a complete map of your operations: what to automate, what each item is worth per year, and what it takes to build.
How the audit works
Two weeks, three steps, no disruption to your team. You issue read-only access, we do the digging, and you get a plan with real numbers behind it.
Connect, read-only.
Scoped credentials you issue and revoke. Shopify, ad accounts, email, CX, analytics. Your data never leaves your systems.
Map the work.
Short interviews with your department leads plus AI-assisted analysis: every recurring report, workflow, and hour, priced at what it costs per year.
Get the plan.
A ranked list of automation opportunities with dollar values, and the first three we would build. If the numbers don’t justify it, we tell you and shake hands.
Built for teams where the data exists, but the hours disappear.
If any of these sound like your week, the audit will find the dollar value hiding behind them.
Every business question becomes an export-and-spreadsheet project
Ad performance is a week old by the time anyone acts on it
Analysts spend their days maintaining reports instead of finding growth
AI subscriptions exist, but nobody has wired them to your actual data
Marketing sees the demand spike in real time, but inventory forecasts find out after the stockout
$5,000
Fixed / Two weeks
The audit fee credits in full toward your implementation when you move forward within 30 days. First workflows go live in about 30 days, then an optional monthly retainer keeps your agents improving.
What you walk away with
A complete map of your operations: every recurring report, workflow, and hour across departments
Each item priced at what it costs your team per year
A ranked list of automation opportunities with dollar values
The first three workflows we would build, scoped and sequenced
Frequently asked questions
What D2C operators usually want to know before booking the audit.
What access do you need?
Read-only, scoped credentials that you issue and can revoke at any time: Shopify, ad accounts, email, CX, and analytics. Your data never leaves your systems.
How much of my team’s time does the audit take?
Short interviews with your department leads. The AI-assisted analysis runs on our side, so most teams spend only a few hours total across the two weeks.
What exactly do we get at the end?
A complete map of your operations with every recurring report, workflow, and hour priced at what it costs per year, a ranked list of automation opportunities with dollar values, and the first three workflows we would build.
What if the audit shows automation isn’t worth it?
We tell you and shake hands. If the dollar values don’t justify a build, you keep the full map of your operations and walk away with a clear answer instead of a pitch.
Does the $5,000 really credit toward implementation?
Yes, in full. When you move forward within 30 days of the audit wrapping, the entire audit fee credits toward your implementation.
What happens after the audit?
If you move forward, your first workflows go live in about 30 days. After launch, an optional monthly retainer keeps your agents maintained and improving as your team, tools, and rules change.
The Automation Audit
Stop guessing what automation is worth.
Two weeks from kickoff, you have a complete map of your operations and a ranked plan with dollar values. If the numbers don’t justify it, we tell you and shake hands.